Trade Planning Analyst

Your Story.

The Trade Planning Analyst supports the development, execution, and analysis of customer trade strategies to drive profitable growth. This role partners closely with Sales, Finance, Broker Agency partners, and Analytics to support customer business plans, monitor trade spend, and deliver actionable insights. The Trade Analyst serves as a key contributor to trade planning processes, system execution, and performance reporting while continuing to build expertise in trade management and CPG commercial practices.

Your Passion.Our Culture.

At Sargento, you work for a company you believe in, with a family of people who believe in you. Our culture stems from a simple premise: Hire good people and treat them like family. At Sargento, you can make decisions based on how they affect people as well as the long-term health of our company. You will be encouraged to make a meaningful difference in the community, in the company and in your career. With diverse experiences and tools to learn and develop, you can transform your aspirations into reality. If you're ready for the right place to belong and grow your career, you can find it here.

Benefits that set us apart.

• Comprehensive medicalincluding Fertility, Adoption benefits, Dental, and Vision Insurance
• Remote day Fridays
• Onsite Health & Wellness Center
• Employer 401K contribution in the top 1% of the nation
• Relocation Assistance
• Tuition Assistance
• Access to Employee Store

What You Do.

• Strategic Trade Planning & Business Support
  
  
  
  • Support the analysis of customer sales and business plans to identify opportunities, risks, and gaps
  • Quantify financial and volume impacts of trade strategies and proposed changes
  • Partner with crossfunctional teams (Sales, Finance, Demand Planning, Analytics) to develop recommendations
  • Prepare analysis and materials for discussions with Sales Managers and Directors
  • Implement approved changes to customer business plans within the Trade Management System
    
    
    
    • Clearly communicate updates, assumptions, and implications to downstream teams
    • Coordinate execution across customer teams as directed
    
    
    
    
  • Trade Promotion Management & Systems Execution
    
    
    
    • Support daytoday execution of trade planning and promotion management within the Trade Promotion Management (TPM) system
    • Assist in managing Broker Agency Financial Managers' inputs to ensure accuracy and timeliness
    • Maintain trade plans, promotional events, and system data in alignment with governance standards
    • Support training efforts for Field Sales and Broker Agency partners on trade processes and tools
    • Provide feedback and support on system enhancements and process improvements
    
    
    
    
  • Promotional, Pricing & Customer Analytics
    
    
    
    • Analyze and report on customer pricing, promotional, and merchandising strategies
    • Assist in evaluating promotion effectiveness through postpromotion analysis
    • Develop working knowledge of customer promotion policies, tendencies, and constraints
    • Support competitive analysis and customer review preparation
    • Apply customer segmentation and profitability concepts (e.g., PNOC) to support trade decisionmaking
    
    
    
    
  • Trade Spend, Budget & Financial Controls
    
    
    
    • Support customerlevel trade budget tracking and monitoring
    • Prepare and review reports and scorecards to identify variances and potential risks
    • Assist with the trade and slotting exception process, following established guidelines
    • Coordinate with Finance and Customer Support on deductions tracking and resolution
    • Support reconciliation of customer order pricing and approved offers in partnership with Demand Planning and Customer Support
    
    
    
    
  • Annual & InYear Planning Support
    
    
    
    • Support annual, midyear, and inyear trade planning activities with Field Sales and Broker Agency partners
    • Assist in maintaining customer business plans aligned to strategic planning rates
    • Incorporate insights from postpromotion analysis into future trade recommendations
    • Contribute to the development and maintenance of customer planning templates and tools
    
    
    
    
  • Available for travel 20% of the time
  
  
  
  

Your Education and Experience.

• Bachelor's degree required
• 3+ years of related experience
• Proficient in Microsoft Office required
• Syndicated date experience required: Circana/IRI or Nielsen
• CPG experience preferred

Our Story.

With over 2,400+ employees and net sales of nearly $1.8 billion, Sargento is a family-owned company that has been a leader in cheese for more than 70 years. We created the world's first, successful pre-packaged sliced and shredded natural cheeses. Sargento is based in Plymouth, Wisconsin, where we manufacture and market shredded, sliced and snack natural cheese products, as well as ingredients and sauces. Sargento is known for the exceptional quality of our products and for product design, packaging and merchandising innovations that have transformed our industry.

To learn more about our culture and values, please visit our website athttps://careers.sargento.com/us/en.

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